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  • Delpha Documentation
    • Welcome to Delpha Documentation
    • Delpha Setup
      • Install Delpha
        • Install Delpha package from the Salesforce App Exchange
        • Activate Delpha
        • Assign a Delpha Permission Set Group
        • Assign a Delpha licence to the users
        • Connect the org to Delpha
      • Import Conversations
      • Extra Tasks
        • Check my org settings
        • Install Delpha Connector for LinkedIn Enrichment
    • Delpha Upgrade
    • Delpha Apps
      • Delpha Setup
        • Delpha configuration
          • First Steps
          • Token Usage
          • Data Quality - Account
          • Data Quality - Contact
          • Duplicates
          • Job Tracker
          • Default Values
        • Conversations
        • Conversation Builder
          • High-level overview of the conversation builder
      • Delpha Data Quality
        • Data Quality Steward view
        • Duplicate Data Steward view
      • Delpha Score Meter
    • Use Cases Setup
      • Duplicate
        • Setup
          • Initialize the default settings
          • Activate Auto Merge
        • Duplicate detection
          • Properties section
          • Fields section
        • Run your first duplicate detection
        • Duplicate remediation
          • Merge Object Rules section
            • Master Record Selection
            • Custom rule for Master Record selection
            • Default rules for field selection
          • Merge Field Rules section
      • Data Quality
  • Delpha Campaigns
    • Create a Delpha Campaign
    • Configure a Delpha Campaign
      • Select the Campaign Type
        • Lead Generation
        • Job Tracking
        • Account Generation
      • Review and update the Settings
      • Add Campaign Members
  • HOW TO - FAQ
    • Quick Start Guide
    • Delpha Integration
      • How to add Delpha components in my standard layout
      • How can I add Delpha fields in my standard layout
      • How to manage conversation priority
      • How to manage the conversation auto opening
    • Delpha Job Tracking
      • How to display the Job History
      • How does job tracking works
    • Delpha LinkedIn Connector
      • How can I connect my LinkedIn Account to Delpha
      • I am not allowed to install Delpha Connector on my browser
      • How many records can be enriched with LinkedIn in a day per user?
      • How can I check if a LinkedIn cookie is properly set or valid
      • How is used my LinkedIn Cookie
      • How can I automate my lead generation
    • Delpha Duplicate
      • What is a Filtering Rule and how to use it
      • What is the Expression and how to use it
      • How to exclude records from the analysis
      • How to make Duplicate Records exclusion dynamic
      • How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options
      • How to modify the detection threshold
      • How to modify the auto process threshold
      • What algorithms are used by Delpha
      • How does the Duplicate scoring work
      • How to define a Golden Record for Duplicate
      • How do you differentiate Do Not Compare & Is Golden Record
      • How to sync Salesforce & Hubspot to deduplicate records
      • Duplicate detection - When does it happen?
      • How to set the frequency of the Auto Merge
      • How to create a Master selection custom rule
      • How to create a Master selection custom rule - Advanced
      • What are the duplicate status?
      • How to Merge 2 leads with different currencies
      • What is a Duplicate credit?
      • Do I consume a credit when merging a pair?
      • What is field grouping?
      • How can I hide a field from the Delpha Bot conversation?
      • How can I keep both values of a field after the merge
      • Some duplicate are not detected, what can I do?
      • Can I ignore some field values when detecting duplicates?
      • What data is available for Duplicate?
      • How can I create custom reports on Duplicate
    • Delpha Data quality
      • What are the 6 data quality dimensions
      • How to exclude records from the analysis
      • How to fix my data quality
      • What is a Token?
      • Do I consume a token when applying a Delpha recommendation?
      • Data Quality for Contacts
        • What are Data Quality Dimensions for Email
        • What are the Data Quality fields for Email
  • Delpha Campaigns
    • How to add records to a campaign from reports?
  • TROUBLESHOOT
    • Grant access for Delpha Support
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  • Automatic Merge – When Status = Auto Yes
  • Mass Processing in the Duplicate Data Steward View
  • Record-Level Merge – Delpha Bot

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  1. HOW TO - FAQ
  2. Delpha Duplicate

How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options

Discover how to fix duplicate records in Salesforce using Delpha. Learn about automatic merging (Auto Yes), bulk cleanup in the Steward View, and record-level deduplication with the Delpha Bot.

Automatic Merge – When Status = Auto Yes

Delpha runs automatic duplicate detection every 12 hours. When a detected pair's score exceeds the Auto Merge Threshold, its status is set to Auto Yes.

What happens then?

  • The pair is automatically queued for merging.

  • Scheduled tasks run daily and process all Auto Yes pairs.

  • The master record is selected based on the configured merge rules (e.g. oldest record, most filled, or custom score) and the fields are selected based on the Merge Field Rules.

Mass Processing in the Duplicate Data Steward View

When duplicate pairs are flagged as Potential or Auto No (filtered but not merged), you can review and process them in bulk from the Duplicate Data Steward View.

In the Steward view you can:

  • Filter by object type, score, or status

  • Review field-by-field comparisons with color-coded indicators

  • Select multiple pairs to:

    • ✅ Accept → will be merged in the next batch (status = Steward Yes)

    • ❌ Reject → will be ignored forever (status = Steward No)

    • 🗑️ Delete → removes one or both records from Salesforce

This method gives you control while accelerating cleanup at scale.

What happens then?

  • The pair is automatically queued for merging.

  • Scheduled tasks run daily and process all Steward Yes pairs.

  • The master record is selected based on the configured merge rules (e.g. oldest record, most filled, or custom score) and the fields are selected based on the Merge Field Rules.

Record-Level Merge – Delpha Bot

If you're working on a single record (e.g. Account, Contact, Lead, Lead Vs Contact or Person Account), the Delpha Bot allows you to process duplicates directly in context.

How it works:

  • The bot pops up automatically (if enabled) when a potential duplicate is detected.

  • You get a side-by-side view of the record and its potential match.

  • You can:

    • ✅ Accept and merge immediately (status = User Yes)

    • ❌ Reject if it's not a duplicate (status = User No)

You can configure which fields are visible and what rules apply in Delpha Setup > Duplicate Settings.

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